Huge Silver Price ALERT! If You Own GOLD or SILVER, Watch This NOW -- Michael Oliver & Macleod

追加: 2026-06-02

[00:00:00]There's so many factors that argue both fundamental [snorts] monetary measurements, silver versus gold measurements, net trend of silver dynamics, and what's happened in a couple other major markets over the decades similar to what's going on with silver argue for a new reality and very suddenly. And we keep come I keep coming up with a range between 3 to 500 as a reasonable zone to reach and likely to reach it within let's say 3 months of having cleared this congestion zone.

[00:00:35]>> And so, I mean, even gold I would say the oversold condition in gold is 400,000 contracts. Where it was 367,000.

[00:00:44]Well on. I mean, silver I mean, these markets basically are seizing up is the short answer.

[00:00:50]>> Yeah.

[00:00:51]>> And I think it reflects a very very simple fact. And that is they're completely mispricing gold and silver.

[00:00:59]>> In this fascinating discussion, Michael Oliver explores why he believes silver may be approaching one of the most significant breakout phases in modern market history. Drawing on monetary trends, historical market behavior, and the relationship between gold and silver, he argues that current valuations fail to reflect the true potential of precious metals. The conversation focuses on the idea that silver remains substantially undervalued relative to gold and broader monetary expansion.

[00:01:26]Oliver suggests that once silver decisively breaks through its current consolidation zone, prices could rapidly accelerate toward the $300 to $500 range. He also points to tightening market conditions and growing signs that both gold and silver are being mispriced by conventional financial markets. In my opinion, the most interesting aspect is the growing debate over whether physical supply and monetary realities are beginning to outweigh traditional paper market pricing mechanisms. While projections of $300 to $500 silver remain highly speculative, The argument highlights why many investors continue to monitor precious metals closely as economic uncertainty and currency concerns increase worldwide.

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[00:02:16]Appreciate you for tuning in. Now, listen to the interview.

[00:02:20]>> You know, this basically tells us that um the expectations for the purchasing power of commodities outside the G7, in particular, um is that the purchasing power of their currencies will go down. Now, this is very important because if you're an investor uh looking to get a return on government debt, then you're going to be factoring this into your equation.

[00:02:46]>> Right.

[00:02:47]>> you'll be saying to yourself, "Well, hold on a minute. Is uh 5% on um a US Treasury of, say, 12 to 15 years? I mean, is that sufficient compensation for what I see ahead?"

[00:03:00]The answer is probably not. And that is the why bond yields are beginning to break up on the upside.

[00:03:07]>> Mhm.

[00:03:07]>> Now, if you're, you know, as a modernist, let's put it this way, someone who who only understands the world of fiat currencies, you look at uh the relationship between the yield that you get, let us say, on uh US Treasuries and the yield you get on gold. You know, the former is going to give you 5%, the latter is going to give you half of a percent. So, if the yield on US Treasuries rises, you think, "Well, it gets it more expensive to hold gold." For a lot of the time, that has been the case, but it is never the case when we're talking about risk in fiat currencies.

[00:03:43]We learned this from the 1970s.

[00:03:46]We went into the '70s with uh the Fed funds rate sitting in around about 3 and 3/4%, something like that. Gold was $35.

[00:03:55]We came out of the 1970s in fact I think 1981 we saw gold $850 and we saw the Fed funds rate at 19%. So where's the correlation? I mean the answer is that we are moving away from a situation where there is very little perceived risk in a currency to a situation where the risk is increasing. And it's not for nothing that central banks uh basically are queuing up to buy physical gold.

[00:04:25]What actually are they doing?

[00:04:26]It's not a question of buying physical gold, they're selling the currencies.

[00:04:30]They want to get the hell out of the currencies. So that basically I think Craig is is is what's happening. That's the big picture behind it.

[00:04:38]The other aspect of this is that while these sort of big questions over the value of a fiat currency are now being asked increasingly around the world um at the same time we see um if you like faith in these currencies diminishing, we see an equity bubble uh which is fueled entirely by credit.

[00:05:01]I mean this last month I mean equities have just literally gone through the roof actually everywhere.

[00:05:06]Now the answer I think one answer which is slightly trite but nevertheless I think will prove true is there's an old adage sell in May and go away. Well we've got a few days left in May to sell.

[00:05:17]Now is the time to sell.

[00:05:19]What I would strongly suggest you do is when you sell in May and go away don't just go into currency. Don't go into bonds but go into real money, real legal money. Ever since Roman law basically set real money for us for everybody around the world. I mean the reason it became real money in America was it came out of Britain uh and um uh the law which you inherited was originally Blackstone's commentary which was a huge great tome on all the laws etc. in Britain before you made up your own laws. You made up your own laws basically which said gold is money, silver is money and the rest is credit confirmed by the great John Pierpont Morgan in evidence to the Congress in 1925 when he said precisely that. Now, in spite of all the propaganda that we've had since 1971 gold is still money and the dollar is rubbish. So, it is pretend money.

[00:06:23]It it is imaginary money.

[00:06:25]>> Right.

[00:06:26]>> It's not the real stuff.

[00:06:27]And when you have imaginary money what's its value?

[00:06:32]Its value depends on the faith that you and I have in it.

[00:06:36]And if we're losing the faith in it it doesn't matter what the quantity is.

[00:06:41]It goes down to zero. We if it's not wanted then it's got no value at all.

[00:06:46]>> In this macro-driven discussion, a major theme emerges around the declining purchasing power of fiat currencies and the growing implications for global investors.

[00:06:56]The argument centers on how government debt, bond yields, and inflation expectations are reshaping the way markets value both traditional assets and commodities. The speaker highlights that rising bond yields are not simply a technical adjustment but a signal that investors are reassessing risk in fiat currency systems. As confidence in currencies weakens, capital increasingly shifts toward real assets such as gold and silver which are viewed as stores of value outside government control.

[00:07:25]Historical comparisons, especially from the 1970s, are used to emphasize how inflationary cycles can dramatically change the relationship between interest rates and precious metals. In my opinion, the core insight here is the importance of trust in money itself.

[00:07:41]Whether or not one agrees with extreme price conclusions, the structural concern about debt expansion and currency debasement is valid and widely discussed among macro analysts.

[00:07:52]Gold and silver are increasingly being viewed not just as commodities, but as hedges against systemic financial uncertainty. Now, let's get into the interview.

[00:08:01]>> You can see that you can see that. The other thing is that Paulson would um also have spoken to other major major banks, not just Jamie Dimon, but you know, the the heads of the other major banks, all of whom are now forecasting higher gold prices. Now, why are they forecasting higher gold prices? Well, it it's my view that these guys know the heads of all the central banks around Asia and all the rest of it.

[00:08:29]And either them directly or their senior researchers or you know, people in Asia, whatever, you know, the their top management there, you know, they sidled up to you know, the sort of friendly central banker and said, "Hey, what is it with this with gold? Why are you buying gold?" And you know, central banker will say "Off the record, we're selling dollars."

[00:08:52]Now, if you're a banker, um you know, do you say "The dollar's had it and gold is going to go to infinity."

[00:09:01]No, you don't do that. What you do is you come out with a forecast which is positive and seems not extreme.

[00:09:10]>> Let's put it that way.

[00:09:11]>> Mhm.

[00:09:12]>> Because as soon as you produce an extreme forecast, people think that you you know, you the standard of your quality the quality of your research is rubbish.

[00:09:21]Whatever, whatever, whatever. So, what you do you know, you and I have probably suffered from that in the past.

[00:09:28]>> Oh, we probably have. Yes, yes, uh-huh.

[00:09:31]>> But from um you know, from a bank's point of view, if they see the way in which this is going and they know it on good authority, then they will come out with a forecast which say is 20% above the current level. Yeah, and then they'll look very clever in retrospect.

[00:09:49]But the fascinating thing is that none of these banks actually have um put in process, if you like, a means whereby their customers their managed customers, very often amounting to a trillion dollars or more, have got no means of buying physical gold.

[00:10:10]>> This discussion focuses on how major global banks and financial institutions are increasingly revising their outlook on gold.

[00:10:18]With a growing number of analysts projecting higher prices, the central argument is that these forecasts may not be purely speculative, but instead reflect behind-the-scenes insights into how central banks are adjusting their reserve strategies, particularly across Asia, where there is a continued accumulation of gold and a gradual reduction in reliance on the US dollar.

[00:10:40]A key point raised is that institutional communication tends to remain conservative.

[00:10:45]Banks typically avoid extreme forecasts, preferring moderate upward revisions that allow them to appear accurate over time without signaling systemic concerns too openly.

[00:10:57]This creates a situation where public projections may understate the true level of structural change happening beneath the surface of the global monetary system. In my opinion, the most important takeaway is not the price prediction itself, but the shift in behavior among central banks and large financial institutions. Whether or not gold reaches dramatic targets, the consistent accumulation trend suggests a long-term diversification away from fiat currency risk.

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